Boston Financial Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $496K | Buy |
3,841
+400
| +12% | +$51.6K | 0.02% | 240 |
|
|
2024
Q3 | $470K | Sell |
3,441
-548
| -14% | -$74.9K | 0.01% | 246 |
|
|
2024
Q2 | $408K | Sell |
3,989
-1,577
| -28% | -$161K | 0.01% | 253 |
|
|
2024
Q1 | $494K | Sell |
5,566
-1,059
| -16% | -$93.9K | 0.02% | 248 |
|
|
2023
Q4 | $606K | Sell |
6,625
-20
| -0.3% | -$1.83K | 0.02% | 225 |
|
|
2023
Q3 | $520K | Sell |
6,645
-33
| -0.5% | -$2.58K | 0.02% | 222 |
|
|
2023
Q2 | $559K | Sell |
6,678
-1,785
| -21% | -$149K | 0.02% | 227 |
|
|
2023
Q1 | $744K | Sell |
8,463
-3,656
| -30% | -$321K | 0.03% | 197 |
|
|
2022
Q4 | $1.22M | Sell |
12,119
-2
| -0% | -$201 | 0.05% | 163 |
|
|
2022
Q3 | $1.12M | Sell |
12,121
-442
| -4% | -$40.8K | 0.05% | 161 |
|
|
2022
Q2 | $1.36M | Buy |
12,563
+431
| +4% | +$46.6K | 0.06% | 140 |
|
|
2022
Q1 | $1.51M | Sell |
12,132
-273
| -2% | -$34K | 0.06% | 142 |
|
|
2021
Q4 | $1.84M | Sell |
12,405
-718
| -5% | -$107K | 0.07% | 116 |
|
|
2021
Q3 | $1.93M | Buy |
13,123
+421
| +3% | +$61.8K | 0.08% | 110 |
|
|
2021
Q2 | $2.11M | Sell |
12,702
-639
| -5% | -$106K | 0.09% | 104 |
|
|
2021
Q1 | $2.15M | Sell |
13,341
-945
| -7% | -$152K | 0.09% | 95 |
|
|
2020
Q4 | $2.09M | Sell |
14,286
-3,253
| -19% | -$475K | 0.09% | 95 |
|
|
2020
Q3 | $2.35M | Sell |
17,539
-1,693
| -9% | -$227K | 0.11% | 87 |
|
|
2020
Q2 | $2.51M | Sell |
19,232
-4,388
| -19% | -$572K | 0.13% | 88 |
|
|
2020
Q1 | $2.7M | Sell |
23,620
-3,997
| -14% | -$456K | 0.17% | 85 |
|
|
2019
Q4 | $4.07M | Sell |
27,617
-5,401
| -16% | -$797K | 0.22% | 87 |
|
|
2019
Q3 | $4.54M | Sell |
33,018
-3,650
| -10% | -$502K | 0.26% | 83 |
|
|
2019
Q2 | $5.31M | Sell |
36,668
-6,761
| -16% | -$980K | 0.31% | 80 |
|
|
2019
Q1 | $7.55M | Sell |
43,429
-9,114
| -17% | -$1.58M | 0.46% | 70 |
|
|
2018
Q4 | $8.37M | Sell |
52,543
-8,465
| -14% | -$1.35M | 0.58% | 66 |
|
|
2018
Q3 | $10.7M | Sell |
61,008
-7,111
| -10% | -$1.25M | 0.63% | 53 |
|
|
2018
Q2 | $11.2M | Sell |
68,119
-17,884
| -21% | -$2.94M | 0.76% | 48 |
|
|
2018
Q1 | $15.8M | Sell |
86,003
-2,210
| -3% | -$406K | 1.08% | 25 |
|
|
2017
Q4 | $17.4M | Sell |
88,213
-1,493
| -2% | -$294K | 1.16% | 18 |
|
|
2017
Q3 | $15.7M | Sell |
89,706
-1,569
| -2% | -$275K | 1.12% | 21 |
|
|
2017
Q2 | $15.9M | Sell |
91,275
-1,220
| -1% | -$212K | 1.14% | 17 |
|
|
2017
Q1 | $14.8M | Sell |
92,495
-718
| -0.8% | -$115K | 1.1% | 17 |
|
|
2016
Q4 | $13.9M | Buy |
93,213
+1,474
| +2% | +$220K | 1.1% | 17 |
|
|
2016
Q3 | $13.5M | Sell |
91,739
-2,878
| -3% | -$424K | 1.1% | 18 |
|
|
2016
Q2 | $13.9M | Buy |
94,617
+2,674
| +3% | +$392K | 1.13% | 20 |
|
|
2016
Q1 | $12.8M | Buy |
91,943
+2,255
| +3% | +$314K | 1.92% | 6 |
|
|
2015
Q4 | $11.3M | Buy |
89,688
+1,775
| +2% | +$224K | 1.62% | 12 |
|
|
2015
Q3 | $10.4M | Buy |
87,913
+2,075
| +2% | +$246K | 1.48% | 11 |
|
|
2015
Q2 | $11.1M | Buy |
85,838
+326
| +0.4% | +$42.1K | 1.42% | 12 |
|
|
2015
Q1 | $11.8M | Buy |
85,512
+1,565
| +2% | +$216K | 1.48% | 12 |
|
|
2014
Q4 | $11.5M | Buy |
83,947
+2,392
| +3% | +$329K | 1.45% | 12 |
|
|
2014
Q3 | $9.66M | Buy |
81,555
+1,657
| +2% | +$196K | 1.27% | 18 |
|
|
2014
Q2 | $9.57M | Sell |
79,898
-772
| -1% | -$92.5K | 1.26% | 17 |
|
|
2014
Q1 | $9.15M | Buy |
80,670
+628
| +0.8% | +$71.2K | 1.22% | 18 |
|
|
2013
Q4 | $9.39M | Buy |
80,042
+1,507
| +2% | +$177K | 1.29% | 14 |
|
|
2013
Q3 | $7.84M | Buy |
78,535
+2,284
| +3% | +$228K | 1.18% | 16 |
|
|
2013
Q2 | $6.97M | Buy |
+76,251
| New | +$6.97M | 1.08% | 20 |
|